We work with families and businesses to achieve financial independence through saving, investment and planning strategies. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.
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Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family members struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming.
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired - or approaching retirement - please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Feel free to contact us for a complimentary initial consultation or brief introductory conversation to determine how we might collaborate with you toward achieving your financial goals. We begin by getting a clear understanding of your overall financial goals, for each investment account. We discuss your investment preferences and concerns, your attitudes toward risk and your time frame for the assets in each account.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Reviews (4)
Peter Dionisopoulos
Jan 20, 2022
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Belov Roofing
Dec 12, 2021
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Dan Tucker
Feb 14, 2021
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John is my "Go To" Financial advisor. I use John personally, I have sent family members to John, and I send my clients to John. I am a Tax Manager at a local accounting firm and I do not hesitate to send anyone seeking a financial advisor over to John. He is knowledgeable, responsive, and easy to work with. The rate of return on my portfolio has never been higher! If you are in need of a financial advisor you have to go with John!
Joe Russo
Dec 14, 2020
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